Finance Team Lead

Dublin 4, Full Time

Client Finance Team Lead

Location – Dublin 4 – Hybrid

Salary – €37,500+


Our Client, based in Dublin South, are seeking a Client Finance Team Lead to join their fast paced team. The ideal candidate will have previous experience in a similar role, as well as excellent proactivity and strong management skills.


Role Responsibilities

  • Support the client Finance team and Manager
  • Monitor and review portfolio management, ensuring to investigate and action any differences, as well as to correctly record any additional claims.
  • Manage client off-boarding / client loss fund, ensuring to monitor, review and amend any changes affected.
  • Day to day supervision of all client finance analysts
  • Manage Onboarding of new Clients, as well as Creation of new Accounts on Banking & Claims platforms
  • Review potential loss fund requirements based on expected reserves based on each loss type, inc Fee reserves
  • Creation of Client Business intelligence reports in line with Client & Contract Requirements
  • Creation of Client ledgers on Client Accounting Systems
  • Creation of Daily/Weekly/Monthly reconciliation statement for both Internal & External Use.
  • Analyse & Set Alarm limits & Cash Call requirements to be agreed Client & Operations.
  • Ensure key deadlines are met on issuance all client finance SLA’s
  • Create SOC1 Control documents


Candidate Requirements

  • 2+ years’ experience in a similar role, ideally within the Insurance industry/Client Portfolio Role
  • Insurance qualification APA is highly desired but not essential
  • Accountancy/Business Related 3rd level Qualification and/or commenced a recognised accountancy technician’s course desirable but not essential
  • Strong Reconciliation/problem solving skills and excellent attention to detail
  • Experience with SUN accounting system preferable but not essential
  • Excellent communication and interpersonal skills, both written and verbal
  • Ability to work flexibly on own initiative and as part of a team
  • Excellent knowledge of Microsoft suites, particularly Excel
  • Ability to follow up on unresolved issues and meet deadlines in timely and efficient manner



Join Executive Talent

Apply for this Job

Upload your CV/resume or any other relevant file. Max. file size: 8 MB.
Our company is compliant with the General Data Protection Regulation (GDPR) and in our capacity as Data Controller, we strictly abide by GDPR when processing personal data. By continuing you agree to our Privacy Policy and Data Retention Policy
Email me relevant job postings and career-related updates